-13.1%
CAVA vs Z
-62.2%
+49.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.5% | +2.3% |
| 7D | -8.0% | -6.0% | -2.0% | -6.4% |
| 30D | -19.6% | -2.3% | -17.3% | -19.1% |
| 3M | -36.7% | -0.6% | -36.1% | -36.8% |
| 6M | -30.6% | -27.6% | -3.0% | -22.6% |
| YTD | -4.8% | -52.4% | +47.6% | +15.2% |
| 1Y | -13.1% | -63.6% | +50.5% | -1.6% |
| All | -13.1% | -62.2% | +49.1% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Z wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling